Veritable’s Coinbase COIN Stock Holding History

Veritable’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,577	Closed	-$471K	–	164
2023 Q2	$471K	Buy	6,577 +64	+1%	+$3.82K	0.01%	563
2023 Q1	$440K	Buy	+6,513	New	+$390K	0.01%	579

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Veritable's COIN Position: Q3 2023 in Review

Veritable sold out of Coinbase (COIN) in Q3 2023, closing a stake of 6,577 shares — an estimated $471K sold.

Veritable first reported a position in COIN in Q1 2023 and held it in 2 quarters. The position peaked at $471K in Q2 2023. 609 funds tracked by Wall St. Rank hold COIN as of Q3 2023.

Veritable reported no remaining Coinbase position as of Q3 2023 after selling out during the quarter.
Veritable sold 6,577 Coinbase shares in Q3 2023, an estimated $471K.
Veritable first reported a position in Coinbase in Q1 2023 and held it in 2 quarters.
Veritable's Coinbase position peaked at $471K in Q2 2023.
609 funds tracked by Wall St. Rank held Coinbase as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.